Purchases and Sales Made in Q3 2022 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-106- 7.92% |
$17.4K - $21.3K
|
1.23K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-106- 2.48% |
$17.4K - $21.3K
|
4.18K
$996K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-111- 7.12% |
$18.2K - $22.3K
|
1.45K
$346K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-114- 3.15% |
$18.7K - $22.9K
|
3.5K
$835K
|
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-114- 2.71% |
$18.7K - $22.9K
|
4.09K
$975K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-116- 1.23% |
$19K - $23.3K
|
9.29K
$2.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-117- 6.25% |
$19.2K - $23.5K
|
1.76K
$419K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-118- 3.11% |
$19.4K - $23.7K
|
3.68K
$877K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-120- 0.79% |
$19.7K - $24.1K
|
15.1K
$3.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-121- 15.57% |
$19.9K - $24.3K
|
656
$156K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 0.86% |
$20.5K - $25.1K
|
14.5K
$3.46M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-127- 1.88% |
$20.8K - $25.5K
|
6.64K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-127- 1.22% |
$20.8K - $25.5K
|
10.3K
$2.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 0.72% |
$21.3K - $26.1K
|
17.8K
$4.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
SELL
|
- |
-130- 56.77% |
$21.3K - $26.1K
|
99
$23.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-131- 0.22% |
$21.5K - $26.3K
|
59.6K
$14.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-131- 4.08% |
$21.5K - $26.3K
|
3.08K
$735K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-131- 5.88% |
$21.5K - $26.3K
|
2.1K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-131- 1.43% |
$21.5K - $26.3K
|
9.04K
$2.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-131- 5.93% |
$21.5K - $26.3K
|
2.08K
$496K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-132- 5.5% |
$21.7K - $26.5K
|
2.27K
$540K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-133- 4.18% |
$21.8K - $26.7K
|
3.05K
$727K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-133- 14.6% |
$21.8K - $26.7K
|
778
$186K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-133- 1.92% |
$21.8K - $26.7K
|
6.81K
$1.62M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-135- 4.16% |
$22.2K - $27.1K
|
3.11K
$742K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-135- 4.49% |
$22.2K - $27.1K
|
2.87K
$685K
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-135- 8.76% |
$22.2K - $27.1K
|
1.41K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 0.82% |
$22.5K - $27.5K
|
16.6K
$3.97M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-137- 7.68% |
$22.5K - $27.5K
|
1.65K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-140- 0.48% |
$23K - $28.1K
|
28.9K
$6.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-141- 0.74% |
$23.1K - $28.4K
|
19K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-145- 1.91% |
$23.8K - $29.2K
|
7.45K
$1.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-146- 3.33% |
$24K - $29.4K
|
4.24K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-146- 0.42% |
$24K - $29.4K
|
34.7K
$8.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-146- 2.53% |
$24K - $29.4K
|
5.64K
$1.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-151- 4.66% |
$24.8K - $30.4K
|
3.09K
$737K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-154- 1.65% |
$25.3K - $31K
|
9.19K
$2.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-158- 3.03% |
$25.9K - $31.8K
|
5.05K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-158- 4.74% |
$25.9K - $31.8K
|
3.17K
$757K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-162- 7.85% |
$26.6K - $32.6K
|
1.9K
$454K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-163- 0.85% |
$26.8K - $32.8K
|
19K
$4.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-163- 1.69% |
$26.8K - $32.8K
|
9.48K
$2.26M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-164- 66.4% |
$26.9K - $33K
|
83
$19.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-164- 1.82% |
$26.9K - $33K
|
8.86K
$2.11M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-165- 2.81% |
$27.1K - $33.2K
|
5.71K
$1.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-165- 0.4% |
$27.1K - $33.2K
|
41.2K
$9.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-165- 0.41% |
$27.1K - $33.2K
|
39.7K
$9.47M
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-166- 8.49% |
$27.3K - $33.4K
|
1.79K
$427K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-169- 17.59% |
$27.7K - $34K
|
792
$189K
|
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-169- 10.75% |
$27.7K - $34K
|
1.4K
$335K
|